synthetic fuel

List of Synthetic Fuel and Drop-in Biofuel Stocks

Synthetic fuel stocks are publicly traded companies creating transportation fuel from non-liquid feedstocks such as natural gas, coal, and municipal waste.  Drop-in biofuel stocks are publicly traded companies creating transportation fuel from organic feedstock that can be used, transported, and stored by conventional petrofuel infrastructure.  A synthetic fuel is a biofuel if it is made from organic feedstock.  It is a drop-in fuel if it is compatible with the existing infrastructure for petroleum based fuels. Amyris (AMRS) BioAmber (BIOA) Codexis (CDXS) Darling Ingredients (DAR) Gevo (GEVO) Global Bioenergies (ALGBE.NX) Neste, Inc. (NEF.F, NESTE.HE, NTOIF, NTOIY) N-Viro International Corp. (NVIC) Renewable Energy Group (REGI) Sasol Ltd. (SSL) Velocys, PLC (VLS.L) If you know of any synthetic fuel or...
oil price spurs biofuels

The Return of Advanced Biofuels

by Jim Lane For several years now we have seen a significant number of players pivoting from biofuels towards smaller but higher-value markets in chemicals, nutrition,  nutraceuticals, pharma, materials, flavorings, fragrances, cosmetics and more. We’ve reported on the proliferation of applications both in the Digest and in What’s Nuu? and indeed there’s been so much that’s Nuu, it’s been dizzying at times with all the spinning and twirling. Capital costs and policy uncertainty have played their part, but the foot on the pedal for many has been oil prices. The scale of operations to compete with oil prices in the 2014-2017 period...
low-sulfur Diesel Crisis

The Low Sulfur Diesel Crisis of 2020 And How To Prevent It

“The global economy likely faces an economic crash of horrible proportions in 2020, not for want of a nail but want of low-sulfur diesel fuel,” writes renowned energy analyst Phil Verleger in a note this month titled “$200 Crude, the Economic Crisis of 2020, and Policies to Prevent Catastrophe”. Not good timing for a White House re-election effort if, as expected, the blame falls on lack of preparedness in the 2017-2020 run-up to the projected crisis.. It’s a dire scenario but there’s hard data behind it, and though few go as far as Verleger, almost every expert is warning of a...
corn pile

A Simple Fix To Farmer’s Tariff Woes?

by Jim Lane As most know by now, the US and China have fired opening salvos in a trade war, with the US targeting a range of commodities including steel and aluminum, and China retaliating with, to date, stiff tariffs on a range of agricultural products, but primarily hitting soybeans and corn because of the volume of trade in those agricultural goods. Overall, China imports $24 billion of agricultural goods from the US and is a leading export market for the US. The trade wars prompted North Dakota farmer Kevin Skunes, president of the National Corn Growers Association, to state: “Farmers are...
butanol

Biofuels Rocking The Boats (and Ships)

Companies that rock the boat often end up leading the way for others. While some companies have paved the way for road transportation and others reached high in the sky for aviation, there are some big boats out there that are also looking for alternative renewable fuels. Here are some companies that are answering the call for the maritime and shipping sectors with viable biofuel alternatives, the technologies and innovations, the rough waves that still lie ahead, and how they can reach that destination on the horizon. Gevo and Butanol We start with Gevo (GEVO) and their butanol. Why butanol? It...

EPA Administrator Scott Pruitt Resigns

by Jim Lane In Washington, EPA Administrator Scott Pruitt has resigned. US President Donald Trump announced the exit on Twitter, commenting, “President Donald Trump announced Pruitt’s exit, saying on Twitter “I have accepted the resignation of Scott Pruitt as the Administrator of the Environmental Protection Agency. Within the Agency Scott has done an outstanding job, and I will always be thankful to him for this.” Deputy Administrator Andrew Wheeler becomes acting administrator. The Digest’s Take Elsewhere in the media, it is widely reported that Pruitt was undone by a growing number of controversies and investigations relating to his conduct as EPA Administrator, particularly relating...
Gevo renewable fuel and chemical plant

Gevo’s Glow

Specialty chemicals developer Gevo, Inc. (GEVO:  Nasdaq) is celebrating a string of market wins for its renewable chemicals and fuels.  Since its beginning thirteen years ago this month, Gevo has been doggedly perfecting its synthetic biology and chemical technologies and turning it into products that are in demand by consumers and industry.  Last week shareholders were treated to an announcement by the U.S. Environmental Protection Agency (EPA) raising the amount of isobutanol for on-road use to 16% blend level from 12.5%.  As a producer of renewable isobutanol Gevo will be a direct beneficiary of the EPA action. Following directly on the heels of that news,...
Methanex MEOH logo

Bargain Priced Alternative Energy Stocks

A review of Crystal Equity Research’s novel alternative energy indices found a number of companies that have delivered exceptional price appreciation over the last year.  Several were reviewed in the recent post “Alternative Returns” on May 8th.  Expectations for growth appeared to be driving the price movement, so the last post “Quest for Growth” featured four companies from the indices for which analysts have posted high growth predictions.  Not unexpectedly some investors have already bid higher the stocks of those promising companies. In this post we go back to the lists to find the companies with both high growth predictions and low price-earnings...
CAFE LCFS CAA RFS braid

Low Carbon Fuel Rules: From CAFE to LCFS and Everything In Between

The Whole Darn Low Carbon Landscape. How they Work, How they Work Together, and How they Might Work Better by Joanne Ivancic, executive director, Advanced Biofuels USA The Trump Administration is taking a new look at Obama Administration era Co2 regulations.  On the transportation side, these include reviewing Corporate Average Fuel Economy (CAFE) standards; threatening to take away California’s authority to set their own mileage and pollution controls, including CO2 (carbon dioxide) emission reduction standards; and quarreling with the petroleum and biofuels industries over implementation and enforcement of the Renewable Fuel Standard (RFS). Thus, the Clean Air Act (CAA), California’s unique authority...

Alternative Energy Companies Posting Large Returns

Alternative energy companies delivered compelling returns for investors.  A look at Crystal Equity Research’s ‘indices’ of renewable energy, conservation and environmentally-friendly technology companies found some exceptional price moves.  We review five companies here that have experienced top price moves from 52-week lows. Codexis, Inc. (CDXS:  Nasdaq) has gained 257% from its 52-week low. The company won a place in our Beach Boys group through development of proteins for a mix of applications from biocatalysts for industrial enzymes, chemicals and pharmaceuticals.  While the company has started generating revenue from its technology, it has yet to post a profit.  Codexis delivered a smaller than expected loss in the...
Neste renewable diesel

Neste Sells 1 Billionth Gallon of Renewable Diesel

Neste reaches 1B gallons renewable diesel sale, runs in fire trucks, ambulances and school vehicles In Texas, Neste U.S., Inc. (NEF.F, NESTE.HE, NTOIF, NTOIY) is celebrating its 1 billionth gallon of Neste MY Renewable Diesel sold in North America which has effectively helped reduce more than seven million metric tons of greenhouse gas emissions in the Earth’s atmosphere. This is the equivalent of removing 1.6 million passenger vehicles from the road for one year. “There’s never been a better time to take a closer look at the steps we’re taking to ensure we’re leaving our planet in a healthier state for future generations,”...
Velocys rocks with Red Rocks

Velocys Rocks With Red Rocks

by Jim Lane In the United Kingdom, renewable fuels company, Velocys (VLS.L, OXFCF), received a “notice to proceed” action to commence manufacturing of the Fischer-Tropsch reactors and catalyst for the Red Rock Biofuels biorefinery that will be located in Lakeview, Oregon. RRB has commenced construction of the biorefinery, which will incorporate Velocys’ technology, and produce low- carbon, renewable diesel and jet fuel. Velocys’ role will be as a licensor for its technology to the project. Red Rock’s construction is estimated to take 18 months, with operations planned to start in 2020. RRB is a subsidiary of IR1 Group LLC, which has 325 million gallons...
Biogas as a source of hydrogen

There’s Hydrogen In That There Biogas

I don’t suppose that anyone actually dreams of hydrogen, but in the bio-economy there just isn’t quite enough of it and we read about it and sometimes think about it so much that we might as well be dreaming about it. For those newer to the field, one of the problems of using biomass to make a fuel is that a carbohydrate contains around 53% oxygen by weight and needs about 16% more hydrogen that it contains to make a hydrocarbon fuel. That’s one of the reasons that biofuels are often esters (such as biodiesel) or alcohols (such as ethanol),...
ethanol ups and downs

Fortunately, Unfortunately: The Spring Saga of American Ethanol

by Jim Lane The ethanol signals from Washington DC are more inexplicably mixed than cocktails with names like Sex on the Beach. Let’s parse through the wigwagging over the future of American biofuels supply and demand — ethanol and otherwise. Fortunately: Trump backs year-round E15 ethanol blends In Washington, President Trump endorsed year-round E15 ethanol availability as an emerging compromise between oil refiners and US farm sector. The Renewable Fuel Standard is a federal program that requires transportation fuel sold in the United States to contain a minimum volume of renewable fuels. The RFS originated in a bi-partisan Congress with the Energy Policy Act...
biofuel dispenser

List of Biofuel Stocks

Biiofuel stocks are publicly traded companies whose business involves transportation fuels or any other form of liquid fuel made from plant or animal feedstocks (also called biomass).  Included (but listed separately) are ethanol and biodiesel stocks. Algae-Tec, Ltd. (ALGXY) Amyris, Inc. (AMRS) Andersons Inc (ANDE) Archer Daniels Midland (ADM) Calyx Bio-Ventures Inc. (CLX.V) Ceres, Inc. (CERE) Codexis, Inc. (CDXS) Dyadic International (DYAI) Dynamotive Energy Systems (DYMTF) Gevo, Inc. (GEVO) Green Earth Technologies (GETG) GreenHunter Energy (GRH) Greenshift Corporation (GERS) Metabolix, Inc. (MBLX) Neste Oil (NEF.F,NESTE.HE,NTOIY,NTOIF) Novozymes (NVZMY) Rentech (RTK) Viral Genetics, Inc. (VRAL) If you know of any biofuel stock that is not listed here or in the lists of ethanol or biodiesel stocks, and should be, please let...
Biodiesel pump

List of Biodiesel Stocks

Biodiesel stocks are publicly traded companies whose business involves producing biodiesel made from oils and fats for use as a fuel diesel engines, either alone or blended with petroleum derived diesel. Common feedstocks include soybean oil, palm oil, and waste oils from the food industry.  Biodiesel is the most widely produced and used advanced biofuel, and all biodiesel stocks are also biofuel stocks. China Clean Energy Inc. (CCGY) FutureFuel Corp. (FF) Green Star Products, Inc. (GSPI) Greenshift Corporation (GERS) Methes Energies International (MEIL) Neste Oil (NEF.F) PetroSun, Inc. (PSUD) RDX Technologies, Inc. (RDX.V) Renewable Energy Group (REGI) If you know of any biodiesel stock that is not listed here...